Advanced Financial Planning Strategies

24

OCTOBER

6:30 PM - 9:30 PM

NO CHARGE TO ATTEND!

25

OCTOBER

6:30 PM- 9:30 PM

THE HAMILTON CLUB

Alexander Hall

6 Main Street East | Hamilton, ON | L8N 1E8

 

TOPICS TO BE COVERED:

Have you saved enough for retirement?

This workshop will cover different ways your Canada Pension Plan and Old Age Security can be claimed, how survivor benefits work, how to potentially increase and/or recapture your benefits, the basics of The Income Tax Act, and more. Understanding your options and discovering new strategies will help you protect yourself against hidden risks.

  • What government pensions are you eligible for?

  • How much will you receive and when?

  • How registered, non-registered, and TFSA income affect government benefits. 

  • Basics of the Income Tax Act and tax levels

  • Preparing for retirement to maximize benefit income

 

Join us at the [VENUE NAME] on [DAY OF WEEK], [MONTH] [DATE] from [START TIME] - [END TIME] for this educational workshop. There is no charge to attend.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This is an informational presentation. No investments will be promoted. However, the Financial Advisor presenting may invite you to follow up 
consultation where financial products may be presented or offered, see our FAQ for more information.

© 2020 Retirement Helper 

RETIREMENT HELPER IS NOT ASSOCIATED WITH  ANY GOVERNMENT AGENCY.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760 or e-mail us at info@retirementhelper.ca
  We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This is an informational presentation. No investments will be promoted. However, the Advisor presenting may invite you to a follow-up 
consultation where financial products may be presented or offered, see our FAQ for more information. 

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